Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KINGS POINT CAPITAL MANAGEMENT (CIK 1388736) reported $1.15B across 565 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: AAPL ($69.9M, 6.09%), MSFT ($44.1M, 3.84%), MINT ($43.5M, 3.78%), GOOGL ($40.6M, 3.53%), AMZN ($36.8M, 3.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $69.9M | 6.09% | 400,580 | Trimmed |
| 2 | MSFT | MICROSOFT CORP COM | $44.1M | 3.84% | 143,180 | Trimmed |
| 3 | MINT | PIMCO ETF TR ENHANCED SHO | $43.5M | 3.78% | 434,072 | Trimmed |
| 4 | GOOGL | ALPHABET INC CAP STK | $40.6M | 3.53% | 14,592 | Added |
| 5 | AMZN | AMAZON COM INC | $36.8M | 3.20% | 11,291 | Added |
| 6 | ACN | ACCENTURE PLC IRELAND CLA | $26.6M | 2.32% | 78,859 | Trimmed |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $25.4M | 2.21% | 43,072 | Trimmed |
| 8 | AON | AON PLC SHS | $22.4M | 1.95% | 68,696 | Added |
| 9 | AXP | AMERICAN EXPRESS CO | $21.2M | 1.85% | 113,627 | Trimmed |
| 10 | NVDA | NVIDIA CORP | $21.0M | 1.83% | 76,930 | Added |
| 11 | BX | BLACKSTONE GROUP INC | $20.8M | 1.81% | 164,240 | Trimmed |
| 12 | HON | HONEYWELL INTL INC COM IS | $19.1M | 1.66% | 98,106 | Added |
| 13 | HCA | HCA HLDGS INC COM | $18.8M | 1.64% | 75,027 | Trimmed |
| 14 | AMT | AMERICAN TOWER REIT COM | $18.2M | 1.59% | 72,519 | Added |
| 15 | RTX | RAYTHEON TECHNOLOGIES CORP | $18.1M | 1.57% | 182,205 | Added |
| 16 | SPGI | S&P GLOBAL INC | $17.8M | 1.55% | 43,432 | Added |
| 17 | QCOM | QUALCOMM INC | $17.1M | 1.49% | 111,801 | Added |
| 18 | DIS | DISNEY WALT CO DISNEY COM | $16.8M | 1.46% | 122,150 | Added |
| 19 | IQV | IQVIA HLDGS INC | $16.4M | 1.43% | 70,956 | Added |
| 20 | SHEL | SHELL PLC SPON ADS | $16.2M | 1.41% | 295,778 | New |
| 21 | GNRC | GENERAC HLDGS INC | $16.2M | 1.41% | 54,641 | Added |
| 22 | UNH | UNITEDHEALTH GROUP INC | $16.1M | 1.40% | 31,639 | Added |
| 23 | INDT | INDUS REALTY TRUST INC | $16.0M | 1.40% | 219,379 | Hold |
| 24 | SYY | SYSCO CORP | $15.7M | 1.37% | 192,512 | Added |
| 25 | BKNG | BOOKING HOLDINGS INC | $15.5M | 1.35% | 6,614 | Added |
Source: SEC Form 13F filings · as of 2022-03-31